For principal forms, you may refer to:
• the below form download section OR
• principal illustration system (Please kindly refer to One-Touch Sales Illustration for the newly Updated User ID and Password)
Login: https://irisplus.fwd.com.hk/login/?redirect_to=https://irisplus.fwd.com.hk/
Form can be downloaded from "表格(Forms)" (Updated: 28 Aug 2013)
The following Forms and Samples for your reference ONLY.
New Business Forms
Form [A1] Application Addendum (Updated: 20 Jul 2023) [sample](Updated: 15 Aug 2013)
Form [A3] Application Addendum (with FATCA declaration) (Updated: 01 Sept 2017) [sample](Updated: 30 Jun 2014)
Form [A4] Application Checklist [sample](Updated: 23 Jul 2014)
Form [A5] Application for Family Accident / Hospital Rider (Updated: 20 Dec 2023) [sample](Life Insurance) (Updated: 15 Aug 2013)
Form [A6] Application Addendum for vCore Medical Plan and vCare Medical Plan (Updated: 10 Mar 2019)
Form [A8] Application Addendum for Policy Migration for vCare Supreme Medical Plan (Updated: 10 Sep 2019)
Form [A10] Application Addendum for VHIS Certified Plan - Declaration of Relationship for Specified Relative* (suitable for all the VHIS product (vCore / vCare / vCare Supreme / vCANsurance / Vprime Medical Plan) (Updated: 18 Jan 2022)
Form [A11] Application Addendum for Policy Migration to VHIS Certified Plan (Updated: 27 May 2020)
Form [A12] Application Addendum - Simplified Underwriting (Applicable for Saving Products) [memo] (Updated: 06 Nov 2020)
Form [A13] Annuity Plan Application Addendum (Updated: 25 Feb 2021)
Form [A14] Application Addendum for Simplified Underwriting (Applicable for Healthy Plus Refundable Hospital Income Plan and Wise Plus Refundable Surgical Cash Plan) (Updated: 10 Jun 2021)
Form [A15] Application Addendum for Premium Financing (WealthICON Application) (Updated: 27 Aug 2021)
Form [A17] Authorization and Declaration Form (Updated: 27 Jul 2023)
Form [C3] Cansurance Cancer Protection Plan Personal Health Statement (Updated: 19 Feb 2021) [Sample for CANsurance health statement] (Updated: 14 Jul 2017)
Form [D7] Declaration of Premium Deposit Account (PDA) Operation Rules (Only applicable to Journey Deferred Annunity Plan and RetireFun Deferred Annuity Plan) (Updated: 20 Dec 2023)
Form [D10] Declaration of Premium Deposit Account (PDA) Operation Rules (Updated: 21 Mar 2025)
Form [F1] Financial Needs and Investor Profile Analysis Form (Updated: 20 Dec 2023) [Sample for Crisis XDefender Supreme] (Updated: 12 July 2017) [Sample for CANsurance FNA and illustration] (Updated: 12 Jul 2017)
Form [F4] Financial Analysis Questionnaire (Noble Fortune Application) (Updated: 03 Jan 2023) [sample](Updated: 15 Aug 2013)
Form [I2] Important Facts Statement for Mainland Policyholder (IFS-MP) (Updated: 20 Feb 2025)
Form [I4] Important Facts Statement – Premium Financing (Updated: 03 Jan 2023)
Form [N1] Non-Hong Kong Resident Questionnaire - Applicable to customers lost their landing slip and need ISC Staff to verify and sign at FWD’s Insurance Solution Centre (ISC). (Updated: 6 Mar 2025)
Form [R4] Request for Change of Insured or Nomination of Contingent Insured Form (Updated: 20 Dec 2023)
Form [S1] Special Financial Questionnaire (Updated: 04 Mar 2024) [Sample] (Updated: 15 Nov 2018) [Sample for Crisis XDefender Supreme] (Updated: 12 July 2017)
Form [S4] Self-Certification Form for Individual (Updated: 6 Mar 2025)
Form [S5] Self-Certification Form for Entity (Updated: 6 Mar 2025)
Form [S6] Self-Certification Form for Controlling Person (Updated: 6 Mar 2025)
Form [S7] Customers Background Insurance Product Suitability (Updated: 13 Apr 2021)
Form [S8] Standardized Underwriting Questionnaire on Health-Related Information for VHIS Certified Plans (Simplified Underwriting) (Updated: 15 Nov 2021)
Form [T1] Trustee Declaration Form (Updated: 05 Sep 2023)
Form [W1] Wise Plus Refundable Surgical Cash Plan – Family Registration Form (Updated: 10 Jun 2021)
Form [P7] Policy Service Request Form Addendum - Standardized Underwriting Questionnaire on Health-Related Information for VHIS Certified Plans (Updated: 05 May 2022)
POS Forms
Form [B1] Beneficiary Change Form (Updated: 24 Apr 2025)
Form [C2] Change of Ownership Application Form (Updated: 08 Mar 2024)
Form [C3] Contact Detail Change Form (Updated: 24 Apr 2025)
Form [D1] Direct Debit / Credit Card Authorisation Form (Updated: 9 Aug 2021) (Sample) (Updated: 12 Nov 2014)
Form [D2] Declaration (Change of ownership / Assignment) (Sample) (Updated: 16 April 2014)
Form [D8] Designation of Contingent Policy Owner Form (Updated: 20 Dec 2023)
Form [D9] Designation of Contingent Policy Owner Form [Only apply to applicable Saving Products] (Updated: 20 Dec 2023)
Form [I1] Investment-Linked Policy Services Request Form (Fund Switching/ Withdrawal/ Change of Payment Mode/ Reinstatement/ Regular Investment Premium) (Updated: 29 Jul 2024) (Sample-For Reinstatement) (Updated: 22 Mar 2016) (Sample-For Withdrawal/ Change of Payment Mode/ Premium Holiday) (Updated: 14 November 2017)
Form [I3] Important Facts Statement - Policy Replacement (Updated: 12 Mar 2021)
Form [I5] Incapacity Benefit - Application / Change / Revocation Form [Only apply to MaxFocus Global Insurance Plan / Wealth ICON Supreme III
Insurance Plan / Glorious Fortune – Longevity / MaxFocus Legacy Insurance Plan ] (Updated: 5 Nov 2024)
Form [M1] Medical Examination Request Form (Life Insurance) (Updated: 14 Apr 2021) (Sample)(Updated: 15 Aug 2013)
Form[M2] Medical Examination Request Form – High Net Worth Business (Updated: 14 Apr 2021)
Form [N2] Notice of Release of Assignment (Updated: 07 Jul 2023)
Form [O1] Other Services - Policy Services Request Form (Updated: 24 Apr 2025)
Form [P3] Policy Benefit Option Change Value Withdrawal Form (Updated: 24 Apr 2025)
Form [P4] Policy Surrender Request Form (Surrender) (Updated: 7 Oct 2024) (Sample) (Updated: 8 Oct 2014)
Form [P5] Premium Payment Declaration (For Direct Deposits, Bank Draft Cashier Order, Telegraph Transfer, PPS) (Updated: 21 Jun 2024) (Sample)(Updated: 13 Jul 2015) [Sample for Crisis XDefender Supreme] (Updated: 12 July 2017)
Form [P6] Premium Payment by Credit Card Authorization (Updated: 21 Jun 2021) [Memo] (Updated: 28 Sep 2022)
Form [P8] Payment Method Change Form (Updated: 24 Apr 2025)
Form [P9] Policy Conversion Form (Updated: 24 Apr 2025)
Form [S2] Special Arrangement of Premium Payment Application Form (Updated: 20 Dec 2023) [Sample for Crisis XDefender Supreme] (Updated: 12 July 2017)
Form [S3] Special Adviser's Report (Life Insurance) (Sample)(Updated: 04 Sept 2017)
Form [S9] Smart Legacy Option Application Form (Applicable for MaxFocus Legacy Insurance Plan only) [Memo] (Updated: 27 Aug 2024)
Form [R1] Residence and Travel Questionnaire (Updated: 20 Dec 2023)(Sample) (Updated: 22 Jul 2015)
Form [R2] Risks Disclosure Statement - Assignment of Insurance Policy as Collateral Security for Loan (Updated: 01 Sept 2017)
Form [R3] Request for Regular Auto-Withdrawal & Premium Offset Arrangement Form (Updated: 30 May 2024)
Form [R5] Regular Withdrawal Service Request From (Updated: 29 Jul 2024)
Form [R6] Reinstatement or Policy Coverage Change Form (Updated: 24 Apr 2025)
Form [E1] EasyTake Service Application / Change / Revocation Form (Only apply to medical and critical illness products) (Updated: 19 Apr 2024)
Claim Forms
Form [A7] Hospital / Accident Claim Form (Updated: 11 Jul 2022)
Form [A16] Application Form for Death Benefit Settlement Option - Instalment Payment (Updated: 20 Dec 2023)
Form [C4] Crisis Insurance Claim Form (Updated: 22 Jun 2018)
Form [D3] Death Claim Form (To be completed by Each Claimant) (Updated: 06 Dec 2023)
Form [D4] Death Claim - Attending Physician's Report (Updated: 2 Aug 2019)
FWD Customer Hotline：31233123